The Money Guys fees
Financial planner in New Port Richey, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, The Money Guys (New Port Richey, FL) charges a quarterly fee of $100-$3,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change.
- Quarterly fee
- $100-
$3,000/qtr “Comprehensive Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $100 - $3,000 quarter, based on client assets and complexity.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How The Money Guys bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “The fee may be negotiable in certain cases.”
About The Money Guys
- Principal: Richard Pigott
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 14
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $17.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 3, 2026
- CRD number
- 299115 (opens in new tab)
- Phone
- (928) 642-7150
More planners in Florida that publish fees
- Green Musa Capital, LLCFort LauderdaleHourly $200-$1,000/hr
- Sterling Wealth Advisors, Inc.PlantationHourly $350/hr, Flat $5,000-$40,000
- Fiduciary Consulting Group, Inc.VeniceHourly $400/hr
- Unified Wealth Management LLCOldsmarHourly up to $300/hr, Flat from $1,000
- American Family Legacy GroupTampaHourly $300/hr
- Avenues Wealth, LLCWinter ParkHourly up to $250/hr, Flat up to $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.